Castleview Partners’s Vanguard Extended Market ETF VXF Stock Holding History

Castleview Partners’s Portfolio VXF Stock Details VXF Fund Activity

Bought

Maintained

Sold

Quarter	Market Value	Status	Shares	Change in Stake	Trade Value	Portfolio Weight	Portfolio Position
2025 Q1	–	Sell	-912	Closed	-$174K	–	573
2024 Q4	$174K	Sell	912 -1,801	-66%	-$347K	0.09%	201
2024 Q3	$494K	Sell	2,713 -2,693	-50%	-$471K	0.28%	82
2024 Q2	$912K	Buy	5,406 +363	+7%	+$61.3K	0.52%	41
2024 Q1	$884K	Buy	+5,043	New	+$837K	0.49%	43
2023 Q4	–	Sell	-6	Closed	-$860	–	901
2023 Q3	$860	Buy	+6	New	+$900	﹤0.01%	614

Other funds holding VXF

Morgan Stanley New York $1.89T AUM 35.08% 1-Year Est. Return

Wealthfront Advisers Palo Alto, California $52B AUM 24.53% 1-Year Est. Return

Envestnet Asset Management Chicago, Illinois $424B AUM 22.96% 1-Year Est. Return

Royal Bank of Canada Toronto, Ontario, Canada $672B AUM 33.48% 1-Year Est. Return

Bank of America Charlotte, North Carolina $1.55T AUM 33.47% 1-Year Est. Return

WANY

Wealthspire Advisors (New York) New York $18.2B AUM 21.48% 1-Year Est. Return

Citigroup New York $303B AUM 53.02% 1-Year Est. Return

Fifth Third Bancorp Cincinnati, Ohio $61.7B AUM 33.76% 1-Year Est. Return

AssetMark Inc Concord, California $58.2B AUM 22.78% 1-Year Est. Return

US Bancorp Minneapolis, Minnesota $91.6B AUM 29.2% 1-Year Est. Return

Castleview Partners's VXF Position: Q1 2025 in Review

Castleview Partners sold out of Vanguard Extended Market ETF (VXF) in Q1 2025, closing a stake of 912 shares — an estimated $174K sold.

Castleview Partners first reported a position in VXF in Q3 2023 and held it in 5 quarters. The position peaked at $912K in Q2 2024. 869 funds tracked by Wall St. Rank hold VXF as of Q1 2025.

Castleview Partners reported no remaining Vanguard Extended Market ETF position as of Q1 2025 after selling out during the quarter.
Castleview Partners sold 912 Vanguard Extended Market ETF shares in Q1 2025, an estimated $174K.
Castleview Partners first reported a position in Vanguard Extended Market ETF in Q3 2023 and held it in 5 quarters.
Castleview Partners's Vanguard Extended Market ETF position peaked at $912K in Q2 2024.
869 funds tracked by Wall St. Rank held Vanguard Extended Market ETF as of Q1 2025.

Based on Castleview Partners's 13F filing for Q1 2025, filed 22 Apr 2025.